Avis clients sur Suralink

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

The software is fairly easy to use. I really like the drag and drop option.

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

This software is very customizable and can easily be adapted for any use.

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year.

What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of.

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

I like the running "bar" across the top of the UI that tells me where things stand.

The UI is INEFFICIENT and hard to reset.

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers.

The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements.

it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option.

I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them.

A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded.

Ease of use. Security. organization. tailored for accounting/audit

Wish there was an app. The default when you click on a project should be the most detailed level as default. Instead, you have to toggle on each list to get to the detail of the request. Wish there was at least a user option setting to have your defauls for every list be the most detailed

The design is simple and the software loads very easily with no lag at all. The square boxes for request lists are a very helpful indicator of whether the support has been provided or is outstanding/returned. The contact list for clients are stored with the emails right below the names of the clients for ease of communication.

There isn't anything bad with the application but many improvements can be made. It can be integrated with documentation to include test procedures along with the control description. It can also have a testing tab for controls that require sample testing and a results/summary tab. This would help with the documentation speed by alot, improve the overall auditing process and relationship with the client as well.

Task assignments, project organization, file transfer, evidence repository

Not an option for N/A (Not Applicable) for a Request State. You can select "fulfilled", "Returned", and "Accepted" but it would be very helpful to be able to see the N/A items. We created a template for our customers but not all items are applicable to all customers.

I can only select "remember this computer for 30 days" on one system at a time for multi-factor authentication. I use my laptop on site and my desktop at home and I would like to be able to have both systems remembered.

The product is very user-friendly. We can usually create our client accounts and clients are able to navigate the site and upload documentation without specific instructions on how to use the interface.

It is difficult to add a new request and then change the order of the requests. Currently, I have to download a csv copy, re-order the requests, and then re-create the engagement using the csv spreadsheet as the template. It would be great if the web interface allowed us to change the order of requests.

What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!

Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.

I like that this is an easy platform to share files between the client and the firm. The requests can be rolled forward to the next period easily. I also like that you can set up controls over who has access to the client information.

Sometimes switching between windows isn't the most logical, but it is easy to figure out.

The organizational aspect is very helpful - we are able to organize our requests and better track what has been received and what requests are still outstanding.

We have run into instances when a client can't sign up because they are part of another "firm". My understanding is that this is being worked on, but we have had to use a workaround several times over the last few months as a result.

This is a software that our client likes, and its user-friendly interface makes it easy for us to convince them to use it.

The accepting/rejecting feature. "Rejecting" seems harsh but this is such a little thing.

User friendly, very transparent, protection via encryption (safer than email)

Reject button is a bit aggressive for clients, consider alternative for when documents uploaded are not correct and have to be returned, not being able to open multiple suralink files at once (to compare request listings.. only way I currently know to deal with this is exporting a suralink file to PDF/excel then comparing with another request listing.

Ease of use and user experience is awesome. Reliability is very high.

Nothing to note. The software has performed well for us over the past 5+ years and the team has continually improved features.

The software makes it easy to securely receive audit requests from clients as well as internally track outstanding items and provide team updates.

The only down side is when clients are unwilling to adopt or do not possess the technical capabilities to use the software to its full potential.